Through his years of dedicated service in the financial industry, Josh has worked diligently to listen and understand his clients’ needs while providing them with different perspectives and sage investment advice. Josh strives to work closely alongside those he serves, involving them in the planning process so that they can truly understand and work through issues and challenges they may face. Josh and his team also strive to develop and maintain good relationships with their clients’ other planning professionals to help ensure a great outcome.
Prior to joining Raymond James in April 2018, Josh served as a financial advisor with Wells Fargo Advisors for eight years. While there, he assisted with investing, retirement wealth preservation, estate planning, and divorcee and widow planning. He also specialized in 401(k) plans, asset allocation, concentrated stock management, fixed income money management, life insurance, security analysis and behavior coaching.
Josh earned his bachelor’s and master’s degrees in business administration from the University of Houston, where he was a member of the Gamma Beta Phi Society. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Active in his community, Josh is a board member and current board chair of Golden Crescent Habitat for Humanity. He is also a past board member of Crossroads Youth and Family Services. Josh and his family are members of Northside Baptist Church, where he serves on the stewardship committee, and the Sons of the Republic of Texas.
Josh was raised in South Texas and makes his home in Victoria with his wife, Sarah, and their children, Sadie, Heidi and Grant. When he’s not in the office, Joshua enjoys fishing, bird hunting, weight lifting and exercise, and travel. He is a past UPWARD soccer coach and participates in the annual Chick-fil-A 5K run to benefit Young Life, a faith-based organization Josh supports. He and his wife Sarah also support The Vine School, Northside Rotary and Children’s Discovery Museum, as well as Samaritans Purse and Summit Ministries.
Raymond James is not affiliated with any of the organizations listed above.